Jordan Westfall

Financial Analyst at TrueNorth Companies

Role: Finance Platform Manager at TrueNorth Companies, L.C.
Location: Cedar Rapids, IA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Finance Platform Manager
TrueNorth Companies, L.C.
Jun 2024 — Present · Cedar Rapids, IA, US

Education

Coe College
Bachelor of Arts, Business Administration and Public Relations - Writing Minor
2008 — 2012

Skills

Data Extraction
Portfolio Management
Data Acquisition
Account Reconciliation
Financial Analysis
Microsoft Word
Filemaker
Investment Banking
Leveraged Finance
Acquisitions
Real Estate Due Diligence
Due Diligence
Tax Liens
Data Mining
Leadership
Accounts Receivable
Property Auctions
Auctions
Risk Management
Financial Accounting
Lines of Credit
Investments
Microsoft Office
Microsoft Powerpoint
Strategic Planning
Real Estate
Time Management
Coaching
Online Auctions
Social Media
Public Speaking
Microsoft Excel
Management

Contact information

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Work email
•••••@truenorthcompanies.com
Personal email
•••••@•••••.com
Direct dial
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Current company

TrueNorth Companies, L.C.

Insurance · 433 employees · Founded 2001 · Cedar Rapids, Iowa, United States

TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation. Our mission is to assist companies and people with protecting and maximizing assets, resources and opportunities. TrueNorth is committed to helping our clients feel secure and supported in their aspirations for the future. Our purpose is to create value. Today, our dedicated staff consists of nearly 500 people and is organized so each person becomes a specialist in their respective division. Our services include risk management/property casualty, employee benefits, qualified retirement plans, executive benefits and business continuation, consulting, personal financial planning, investment management, and wealth transfer. TrueNorth is proud to hold the following accolades which represent our commitment to our clients, colleagues and the industry. 2025 Top Workplaces USA | Coolest Places to Work | Most Effective Internship Program | Top 100 Independent Agencies P/C | Top 100 Largest Brokers | Best of the Corridor TrueNorth has office locations in Iowa, Colorado, and Illinois. Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Integrity Alliance is not affiliated with TrueNorth Companies, L.C. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. All information marked with a footnote is cited on the Citations page of this website. Integrity FORM CRS. Check the background of this firm on FINRA's BrokerCheck.

truenorthcompanies.com

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Experience

Finance Platform Manager

Education

Coe College

Skills

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